Custom fields allow you to ask donors questions or collect additional info during the donation process. Here are a few examples of what you can do with this feature:
Allow donors to donate on behalf of someone (great for corporate giving)
Find out the best way to connect with donors (email, social media, etc)
Ask donors for their t-shirt size if you’re running an athletic event.
Enter in names and contact information for multiple attendees of an event under one donor
Figure out where donors heard about your campaign/organization (through a friend, online, etc)
Selecting a perk or raffle the donor would prefer
Using Custom Fields
Step 1: Login to your CauseVox Admin account and enter into your campaign's settings. Navigate to the Donation Form section and select Custom Fields.
Step 2: Add a donation custom field or a repeating custom field. Enter in your question, select a field type that helps donors best answer your question, and add values when appropriate.
Custom Fields Types
There are two types of custom fields.
A normal field is a question that can only be filled out once, which is typically used in situations where only your donor is answering questions only on their own behalf. (Typically used).
A repeating field is a question that the donor can add rows to, so that the question can be answered multiple times. This is best used in a situation where a donor is answering questions on behalf of multiple people. (Not often used).
You’re able to add multiple fields, so you can use both types on one form, in any arrangement.
Here’s what normal field look like on the donation form:
In the above example, a custom field is added of "Are you interested in volunteer opportunities".
In the above example, three custom questions are added on the donation form.
Here’s what repeating field look like on the donation form:
In the above example, a custom repeating field is added of event attendee name and email address.
In the above example, notice how donors can add in additional names and email addresses.
Custom Field Options
Your custom fields can be one of serval options.
Text Line - donors write a short form response
Text Box - donors write a long form response
Dropdown Menu - donors select from options provided
Checkbox - donors check the box in agreement
Radio - donors are forced to choose one of the options
Any question can be made required or optional.
Custom Field Groups
We recommend one custom field question per group so that your data exports are more readable (most common).
If you need data grouped together, you can use Field Groups (not often used). Groups are supported for both Normal and Repeating Fields.
You’ll be able to view your custom fields on the second page of your donation form.
You’ll be able to see a donor’s custom field answers on their donation record in CauseVox as well as in the donation export.
Custom fields are available on the Standard Plan and above.
If you're looking to use Donation Custom Fields for event registration, here's our best practices.